Saving and Retrieving Lists of Items

Lists of Items are a handy way to quickly populate the Goods and Services section of an invoice with a pre-defined set of Line Items. Lists of Items are accessed from the “saved lists of items” link in the Goods and Services header bar.

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For each Line Item in a List of Items the system stores the Item, the Description, the quantity (Qty), the unit Price, Tax 1 and Tax 2, and the Amount. When you select the List of Items, all Line Items within it are loaded into the Goods and Services section of the invoice. At that point you can complete the invoice and send it. Or you can add, edit or delete Line Items before sending.

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